POSITION:                            Relationship Banker I  

PAY GRADE:                         7

DEPARTMENT:                    Retail

SUPERVISOR:                       Branch Manager & Area Manager  

                       

JOB FUNCTION: Deliver superior customer service to new and existing clients in a professional and informative manner. Solicit new business and maintain long – lasting, meaningful relationships with customers, resolving customer issues, engaging them to understand their financial needs and providing thoughtful solutions that make a real difference in making their lives more convenient.

 

JOB DUTIES:

Provide outstanding branch customer service by:

• Providing error resolution and prompt efficient customer service.
• Soliciting and cross selling bank products and services.
• Opening, servicing and closing all types of personal or commercial accounts.
• Opening and servicing IRA accounts.
• Completing and processing applications, as well as, closing loans in the branch.
• Provide and perform Teller duties in an accurate and efficient manner.
• Assist as necessary with daily ATM and vault duties and responsibilities.
• Applying established procedures and policy.

Leadership

• Lead and participate in branch cross-training as necessary and appropriate with job knowledge.
• Assist in overall supervision of the branch as necessary and delegated by the branch manager.
• Encourage and contribute to a team atmosphere; assist other staff members in their daily activities.
• Treat people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

JOB QUALIFICATIONS:

• High School diploma or general education degree; or three months related experience and/or training.
• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
• Intermediate personal computer skills, including electronic mail, routine database activity, word processing, spreadsheets, and graphics.
• Handle multiple tasks simultaneously.

 

PHYSICAL DEMANDS: The physical demands described below must be met by an employee to successfully perform the essential functions of this job.

• Required to sit and stand for prolonged periods of time.
• Dexterity is mandatory for frequent use of hands and fingers.
• Required to walk, reach, push, occasionally climb or balance, stoop, kneel or crouch.
• Required to talk, hear, see, read and write.
• Required to have close vision and distant vision, depth perception and ability to adjust focus.